RAYMOND JAMES TRUST N.A. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$403,105
+88106.8%
3,649
-11.8%
0.01%
-7.7%
Q2 2023$457
+36.0%
4,138
+36.0%
0.01%
+18.2%
Q1 2023$336
-99.9%
3,042
-48.3%
0.01%
-42.1%
Q4 2021$650,000
+153.9%
5,883
+153.8%
0.02%
+111.1%
Q2 2021$256,000
+1.6%
2,318
+1.5%
0.01%0.0%
Q1 2021$252,000
+4.6%
2,283
+4.8%
0.01%0.0%
Q4 2020$241,000
-34.5%
2,178
-34.7%
0.01%
-50.0%
Q4 2019$368,000
-16.4%
3,334
-16.2%
0.02%
-21.7%
Q3 2019$440,000
+12.8%
3,979
+13.0%
0.02%
+9.5%
Q2 2019$390,000
-9.9%
3,522
-10.1%
0.02%
-16.0%
Q1 2019$433,000
-20.8%
3,918
-21.0%
0.02%
-28.6%
Q4 2018$547,000
-10.3%
4,962
-10.1%
0.04%
+2.9%
Q3 2018$610,000
-13.1%
5,522
-13.1%
0.03%
-20.9%
Q2 2018$702,000
-11.5%
6,353
-11.5%
0.04%
-21.8%
Q1 2018$793,0007,1810.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders